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November 9, 2019
Question

Can I customise an estimate sheet?

  • November 9, 2019
  • 1 reply
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1 reply

Angelyn_T
November 9, 2019

Welcome and thank you for posting here on the Community page, @user44440.

 

You can personalise your estimate sheet or template by going to the Custom form styles page. I'm here to help guide you on how.

 

  1. From the Gear icon, select Custom Form Styles.
  2. Look for the estimate template under the Custom form styles page, then hit Edit under Action.
  3. From there, you can design your template, customise the information on your forms, personalise your email message, and others.
  4. Once completed, click on Done to save the changes.

If you wish to import custom form styles to QuickBooks Online (QBO), you can read this article: Import custom form styles for invoices or estimates.

 

Don't hesitate to leave a comment below if you have any other questions, I'll be happy to help however I can. Wishing you the best!